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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $179,544 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 22-1147033 | Directed Trustee | $51,623 |
ELLWOOD ASSOCIATES2 years Filed as: J.H ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $43,752 |
KILTEARN PARTNERS LLP1 year Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 51 · EIN 27-4585908 | Investment Mgmt Fees | $28,841 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $24,203 |
Filed as: LEGAL AND GENERAL Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $16,453 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 15.57% | 10.58%+5.0pp | 14.41%+1.2pp | 13.95%+1.6pp |
| Employer contribution / active EE | $10,496 | $37,352-71.9% | $45,283-76.8% | $16,598-36.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |